+24.3%
VZ vs VEEV
-5.1%
+29.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.3% | +0.4% |
| 7D | +0.2% | -5.2% | +5.4% | 0.0% |
| 30D | +7.1% | +14.9% | -7.8% | +7.7% |
| 3M | +12.8% | +58.4% | -45.5% | +15.3% |
| 6M | +1.8% | +35.5% | -33.7% | +2.3% |
| YTD | +30.0% | +18.6% | +11.3% | +30.0% |
| 1Y | +24.3% | -6.3% | +30.7% | +24.5% |
| All | +24.3% | -5.1% | +29.4% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling